Introduction

Welcome to the Ordway & Anrok integration guide. This guide outlines the process for linking your Ordway account with Anrok to automatically synchronize transactions and update sales tax to your Ordway invoices.

Overview

From a high-level perspective, Anrok is a tool used to determine the taxability of a transaction and appends the local sales tax rate to the transaction if applicable. In addition, the platform helps track nexus exposure by aggregating all transactions in a given jurisdiction and comparing it against the relevant state thresholds. Other benefits include managing registration, returns, and remittance.

Ordway is a billing system that automates subscription billing, usage-based pricing & revenue recognition.

Step 1

Invite Anrok to Ordway Account

The Ordway & Anrok integration requires a user account with the Admin role in Ordway. You may use your existing account and its corresponding token found in the "Retrieve User Token" section of your Ordway account. Alternatively, steps are outlined below to create a new integration account. 

1.  
   1. In the Ordway app , navigate to Menu > Settings > Organization Structure > Users.
   2. Select Add. 
      • Email: existing account email
        • this should be an email account where you have access and can accept Ordway's user invite.  
      • User Name: Anrok
      • Roles: Admin
   3. Click Save to create the user.

Step 2

Request Ordway API Key

API Keys cannot be generated using the Ordway dashboard. You'll need to request a new API key from Ordway Support.

1.  
   1. In the Ordway app , submit a request to Ordway for API access. Include in the request:
      • Company Name as it appears in Ordway.
      • Email address for the Ordway admin user to receive the encrypted API Key. 
   2. Ordway support will secure an API Key for use and communicate it back to you. 

Step 3

Retrieve User Company, User Token, and User Email

1.  
   1. In the Ordway app , navigate to Settings > Organization Structure > Company Profile.
   2. Copy Company Name, and save it for later use.
   3. Check and confirm that you are logged in as the Anrok user for your account. 
   4. Navigate to Settings > Organization Structure > Users.
   5. Locate and click on user Anrok.
   6. Copy Token. Save this Token in a secure environment for later use.
   7. Locate the field called Email. Save this email address for later use in Anrok setup. 

Step 4

Generate Anrok API key

To connect to Anrok, create an API key from Anrok and add it to the Ordway integration connection. To get the API key from Anrok:

1.  
   1. In the Anrok app , navigate to Settings > Developers > Manage API keys. Take me there!
   2. Click New Key. Save this API Key in a secure environment for later use.
   3. In the Ordway app , access the Anrok app in Ordway: Menu > Setup > Integrations.
   4. Locate the Anrok app. Click Connect to the right of the Anrok logo.
   5. Input the API key generated from your Anrok account.

Step 5

Integrate Ordway as a data source 

1.  
   1. In the Anrok app , go to Data sources. Take me there!
   2. Select Integrate system, then under Accounting time zone, select the time zone that matches your Stripe account.
   3. Under Data source, select Ordway.
   4. Under API key, input the Ordway API key generated in Step 2 - Request Ordway API Key. 
   5. Under Environment, select whether you are connecting your Production or Sandbox Ordway environment.
   6. Input the user company, user email, and user token generated in Step 3 - Retrieve User Company and User Token.
   7. Click Connect.

Your Ordway & Anrok accounts are now successfully connected! Next, see how to Configure Ordway for information on how to add a VAT ID, process credits in Ordway, and more.